Zynergy Retirement Planning’s Schwab US TIPS ETF SCHP Stock Holding History

Zynergy Retirement Planning’s Portfolio SCHP Stock Details SCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.6M	Buy	473,970 +22,129	+5%	+$590K	6.81%	6
2026 Q1	$12M	Buy	451,841 +27,748	+7%	+$740K	7.27%	6
2025 Q4	$11.2M	Sell	424,093 -5,318	-1%	-$143K	6.91%	7
2025 Q3	$11.6M	Buy	429,411 +5,891	+1%	+$158K	7.3%	6
2025 Q2	$11.3M	Buy	423,520 +7,405	+2%	+$196K	7.58%	6
2025 Q1	$10.7M	Buy	416,115 +211,374	+103%	+$5.56M	7.62%	6
2024 Q4	$11M	Sell	204,741 -204,741	-50%	-$5.38M	7.74%	6
2024 Q3	$11M	Buy	409,482 +17,418	+4%	+$460K	7.74%	6
2024 Q2	$10.2M	Buy	+392,064	New	+$10.1M	7.81%	6

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Zynergy Retirement Planning's SCHP Position: Q2 2026 in Review

Zynergy Retirement Planning increased its Schwab US TIPS ETF (SCHP) stake by 4.9% in Q2 2026, buying an estimated $590K and bringing the position to 473,970 shares worth $12.6M. The position accounts for 6.81% of the portfolio, ranked #6.

Zynergy Retirement Planning first reported a position in SCHP in Q2 2024 and has held it in 9 quarters since. 788 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Zynergy Retirement Planning held 473,970 shares of Schwab US TIPS ETF worth $12.6M as of Q2 2026.
Zynergy Retirement Planning bought 22,129 Schwab US TIPS ETF shares in Q2 2026, an estimated $590K.
Schwab US TIPS ETF made up 6.81% of Zynergy Retirement Planning's portfolio in Q2 2026, its #6 holding.
Zynergy Retirement Planning first reported a position in Schwab US TIPS ETF in Q2 2024 and has held it in 9 quarters since.
788 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Zynergy Retirement Planning's 13F filing for Q2 2026, filed 17 Jul 2026.